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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,773 | $90,607-46.2% | $79,467-38.6% | $135,380-64.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.59% | 977.74%-979.3pp | 718.30%-719.9pp | 519.81%-521.4pp |
| Employer contribution / active EE | $2,839 | $3,068-7.5% | $2,800+1.4% | $4,779-40.6% |
| Participant deferral / active EE | $4,138 | $4,050+2.2% | $3,704+11.7% | $5,609-26.2% |
| Admin fee / account holder | $1,168 | $5,895-80.2% | $5,104-77.1% | $10,828-89.2% |